Franklin US Core Dividend Tilt Index ETF
UDIV
29 hedge funds and large institutions have $22.3M invested in Franklin US Core Dividend Tilt Index ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
11.83% less ownership
Funds ownership: 74.08% → 62.24% (-12%)
45% less capital invested
Capital invested by funds: $40.5M → $22.3M (-$18.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$441K |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$302K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$127K |
| 5 |
Bank of New York Mellon
New York
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$25.1M |
| 2 |
VF
Virtu Financial
New York
|
-$467K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$154K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$64.8K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$31.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $2.5K | +$2.41K | +56 | New |
|
|
AIC
27
Archer Investment Corporation
Carmel,
Indiana
| $811 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $47 | -$43 | -1 | -50% |
|
29
Fidelity Investments
Boston,
Massachusetts
| $45 | +$43 | +1 | New |
|
|
VF
30
Virtu Financial
New York
| – | -$467K | -11,095 | Closed |
|
31
Morgan Stanley
New York
| – | -$88 | -2 | Closed |
|
UDIV Hedge Fund Activity: Q3 2024 in Review
29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q3 2024, worth a combined $22.3M — down 45% from $40.5M a quarter earlier.
Fund positioning in UDIV was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 11 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $4.74M. The largest seller was Franklin Resources, cutting an estimated $25.1M.
- 29 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $22.3M of Franklin US Core Dividend Tilt Index ETF stock for Q3 2024, down 45% quarter-over-quarter.
- 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q3 2024 was CreativeOne Wealth, an estimated $4.74M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q3 2024 was Franklin Resources, an estimated $25.1M sold.
Based on aggregated 13F filings for Q3 2024.